Making a Sale

This guide walks you through processing a complete sale from start to finish.

Step 1: Add Items to Cart

Using Barcode Scanner

1. Click in the barcode field

2. Scan the product barcode

3. The item is automatically added to the cart

4. Continue scanning additional items

Searching for Products

1. Type the product name, SKU, or partial barcode in the search box

2. Click on the product in the search results

3. The item is added to the cart

Step 2: Adjust Items (if needed)

Change Quantity

• Click the + or - buttons next to the item

• Or click the quantity and type a new number

• 

Remove an Item

• Click the X button next to the item

• Or set the quantity to 0

Apply a Line Discount

1. Click on the ticket icon underneath an item in the cart

2. Enter the discount amount or percentage

3. Click Apply

Apply a Cart Discount

1. Click on the ticket icon above the Checkout Button in the cart

2. Enter the discount amount or percentage

3. Click Apply

Step 3: Select Customer (Optional)

To link the sale to a customer:

1. Click the down arrow at the top of the cart

2. Search for the customer by name, phone, or email

3. Click on the customer to select them

Benefits of selecting a customer:

• Sale appears in their purchase history

• Can charge to their account

• Loyalty points are applied

Step 4: Process Payment

1. Review the cart total

2. Click Checkout

3. Select the payment method:

   • Cash - Enter amount tendered

   • Card - Process through EFTPOS

   • Gift Card - Pre-purchased credit

   • Account - Charge to customer account

4. Click Complete Sale

Split Payments

To split across multiple payment methods:

1. Type in the amount

2. Click Add Payment Method

3. Add additional payment methods

4. Complete when the total is covered

Step 5: Print Receipt

After the sale is complete:

• Click the Sales button to view Sales History

• Search for and choose the past sale

• Click Print Invoice to print

• Click Email Receipt to send to customer (coming soon)

• Click New Sale to start the next transaction (coming soon)

Example: Complete Sale

Here's a typical sale:

1. Customer brings items to counter

2. Scan each item's barcode

3. Customer asks for a bag - search "bag" and add it

4. Choose customer

5. Total is $127.50 - click Checkout

6. Customer pays by Credit Card - select Credit Card

7. To process transaction click Complete Payment

8. Print receipt for customer

Tips for Faster Sales

• Keep the barcode field focused for continuous scanning

• Add customers to save time on repeat visits

Common Questions

What if an item won't scan?

Search for it by name or SKU instead. If you can't find it, the product may need to be added to the system.

Can I cancel a sale in progress?

Yes, click Clear (small trash can icon under checkout button) to remove all items and start over.

What if I make a mistake after completing?

See Processing Refunds for how to handle mistakes.